Mad Money: 2021年12月7日(火)の放送の要点

[Jun Kurema (暮眞★潤)]

2021年12月7日(火)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

 

(1) Cramer says stocks’ recent rally shows need for investors to be patient, not fearful of omicron (https://www.cnbc.com/2021/12/07/cramer-stocks-recent-rally-shows-need-for-investor-patience-not-fear-.html)

• CNBC’s Jim Cramer delivered a lesson to investors Tuesday in light of the stock market’s recent move higher after a Covid-related rough patch.
• “It’s a textbook example of why panic is not a strategy, unless you’re deliberately trying to lose money,” he said.

 

(2) Executive Interview: Starbucks CEO says he expects unionization efforts to hit ‘handful’ of markets beyond Buffalo (https://www.cnbc.com/video/2021/12/07/starbucks-ceo-says-he-expects-unionization-efforts-to-hit-handful-of-markets-beyond-buffalo.html)

Starbucks CEO Kevin Johnson appeared on Tuesday’s episode of “Mad Money,” discussing an ongoing unionization effort at some stores in Buffalo, New York.

Ticker: SBUX

 

(3) Executive Interview: Ford is doing ‘whatever it takes’ to double production capacity for electric F-150 pickup, says CEO (https://www.cnbc.com/2021/12/07/ford-is-doing-whatever-it-takes-to-double-production-capacity-for-electric-f-150-pickup-says-ceo.html)

• Ford Motor is scrambling to meet the increasing interest in its soon-to-launch electric F-150 Lightning, CEO Jim Farley told CNBC on Tuesday.
• “Our [production] capacity is about half of what the demand is,” he said on “Mad Money.”

Ticker F, CRM

 

(4) SentinelOne CEO discusses the company’s latest quarterly results and cybersecurity competition (https://www.cnbc.com/video/2021/12/07/sentinelone-ceo-discusses-the-companys-latest-quarterly-results-and-cybersecurity-competition.html)

SentinelOne co-founder and CEO Tomer Weingarten appeared on Tuesday’s episode of “Mad Money,” after the cybersecurity firm reported its latest quarterly results.

Ticker: S [Note – Expiration of lockup on Thursday]

 

(5) Cramer’s lightning round: Illumina and SoFi are buys (https://www.cnbc.com/2021/12/07/cramers-lightning-round-illumina-and-sofi-are-buys.html)

• SoFi Technologies: ”[CEO] Anthony Noto is doing a very good job there. Frankly, they did a secondary. It crushed the stock. You know, the stock popped. People felt like they got hurt by it when the secondary occurred, and now I think it’s bottomed.”
• American Outdoor Brands: “I know it’s a gun play, but they’ve got all these other brands that we really like. They’re kind of an amalgam of brands. I don’t know. I don’t think it’s that bad a story down here. I don’t like to speculate ahead of the quarter, but they’ve got a lot of great brands.”
• Ollie’s Bargain Outlet Holdings: “This is a tough one because we know that that last quarter was quite weak, and [JPMorgan retail analyst Matthew Boss] is reacting I believe — I have not spoken to him about Ollie’s — to what was a quarter that was not up to snuff with many other companies having great quarters. … This is a very tough market. If it’s good, it doesn’t go up. If it’s bad, then look out.”
• Illumina: “Look, Illumina is a fantastic company. I’m not just saying that because we know [Dr. Scott Gottlieb] is on the board. Illumina is a winner. They made a fantastic acquisition. They are gene sequencer parts. … I would buy the stock.”

Ticker: SOFI, AOUT, OLLI, ILMN

 

(6) [No Video Clip] The rise of the worker

 

Other Stocks Discussed (calls with audience): Dick’s Sporting Goods (DKS) [Market is wrong, right here is a buy tomorrow morning]

 

参考: この日の放送に関するその他のサイトへのリンク

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

****************************

前回のエピソード

次回のエピソード

 

[投稿者]

投稿